Wealth Management - ScotiaMcLeod Internship/Co-op (Victoria, BC)- Winter 2027
Core
Support Advisors in a full-service wealth management firm by processing client requests, maintaining account data, and assisting with business development and prospecting.
Role type
Wealth Management Intern / Co-op
Builds
Client accounts, prospect databases, and marketing materials for ScotiaMcLeod
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Data entry, client relationship management, prospecting, MS Office suite (Word, Excel, Access, PowerPoint), AI tool implementation
Preferred skills
Attention to detail, risk recognition, adaptability, time management
Responsibilities
Process client requests and open new accounts, maintain and document client information, liaise to resolve client issues, assist with presentations and client events, build and maintain prospect databases, identify new prospective relationships, support marketing materials, prepare meeting agendas, participate in team meetings and learning sessions
Seniority
Intern / Co-op